2020-07-01 10:49:26, , Jill on Money
Content Categorization
/Finance/Financial Planning & Management/Retirement & Pension
Word Count:
290
Words/Sentence:
21
Reading Time:
1.93 min
Reading Quality:
Intermediate
Readability:
11th or 12th
In his recently released personal memoir, Invested: Changing Forever the Way Americans Invest, Schwab describes his passion to have Main Street participate in the growing economy as investors and owners, not only earners.
With both preparing to call it quits after working at the same company for more than 30 years, they wanted a quick retirement plan review to make sure they're in good shape.
A fun retirement planning question kicks us off this week as we're joined by both Sara and Ken from Washington.
As it turned out, customers flocked to Schwab, leaving his small team scrambling with scarce resources and no road map to manage the company's growth.
A year into his grand experiment in discounted stock trading, he carried a six-figure debt and a pocketful of personal loans.
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